Brave Warrior Advisors Glenn Greenberg

Top positions activity

Value History

Quarterly report: Q2 2026

Total portfolio value: $4.6B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
ICLR
Icon Plc 547.8M 11.93% 3.2M +156.5K ↑5.22%
OMF
OneMain Holdings Inc 462.5M 10.07% 7.6M -118.2K ↓1.53%
SNX
TD Synnex Corp 385.4M 8.39% 1.4M -1.6M ↓52.79%
ANTM
Anthem Inc 377.8M 8.23% 976.9K -145.4K ↓12.96%
SLM
SLM Corp. 347.1M 7.56% 13.4M -203.2K ↓1.50%
AJG
Arthur J. Gallagher & Co. 295.0M 6.42% 1.3M +1.3M Newly Added
AN
Autonation Inc. 283.2M 6.17% 1.5M -23.6K ↓1.53%
RYAAY
Ryanair Holdings Plc - ADR 256.3M 5.58% 4.0M +919.3K ↑30.25%
PRI
Primerica Inc 246.1M 5.36% 865.9K -13.5K ↓1.53%
LEN
Lennar Corp. - Class A 214.7M 4.68% 2.4M -36.9K ↓1.53%
BLDR
Builders Firstsource Inc 209.4M 4.56% 2.3M -31.7K ↓1.34%
COF
Capital One Financial Corp. 198.4M 4.32% 989.0K -15.3K ↓1.53%
MPLX
MPLX LP - Unit 179.2M 3.9% 3.2M -73.0K ↓2.24%
FNF
Fidelity National Financial Inc 162.6M 3.54% 3.4M -55.3K ↓1.58%
DHI
D.R. Horton Inc. 111.5M 2.42% 684.5K -9.1K ↓1.31%
AM
Antero Midstream Corp 41.5M 0.9% 1.8M -16.2K ↓0.88%